Sources: Samsung [PDF], Supply Analytics
quote: In Q1 Samsung was on top of the smartphone industry, beating out Apple in unit sales.
quote: Last year Apple, Inc. (AAPL) and Samsung Electronics Comp., Ltd. (KS:005930) (the top Android phonemaker) accounted for 90 percent of the sales of high-end handsets.
quote: The Samsung triumph came to incredible growth. While Apple managed to double its smartphone sales on a year-to-year basis, Samsung more than quadrupled its sales -- a superhuman feat.
quote: Samsung is outselling Nokia's smartphones nearly 4-to-1, but it's also punishing the Finnish phonemaker in the budget market.
quote: One in every four phones (of any kind) sold is now a Samsung; company earns $4.45B USD
quote: Of its operating profit ($5.15B USD; 5.85T Won), $3.76B USD (4.27T Won) -- roughly three quarters -- came from the company's mobile (phones, tablets) unit.
quote: Samsung reached an important milestone in the first quarter, with total phone sales (including feature phones) of over 90 million units (93.5 million by Strategy Analytics’ accounting). With Nokia Oyj.'s (HEX:NOK1V) sales plunging to 82.7m units (11.9m smartphones; including feature phones).
quote: Everything that mentions smartphone sales is an analyst estimate and these are not to be taken as gospel and in any case I would put it to you that well over half of all smartphones are also junk since they are not supported by their manufacturers beyond the first year.
quote: Samsung’s strong performance in the quarter was driven mainly by the IT & Mobile Communications (IM) segment, which is comprised of four businesses, Mobile Communications, Telecommunication Systems, IT Solutions and Digital Imaging. In particular, solid growth in the Mobile Communications business, with brisk sales of flagship GALAXY Note and GALAXY S II devices contributed to the company’s profitability.
quote: Profits Propped Up by Strong Sales of Smart DevicesThe IT & Mobile Communications division – including Mobile Communications, Telecommunication Systems, IT Solutions and Digital Imaging – registered quarterly operating profits of 4.27 trillion won for the first period. Revenue reached 23.22 trillion won, and the mobile unit accounted for 18.90 trillion won, up 86 percent year-on-year. Growth in shipments of Samsung’s flagship GALAXY Note and GALAXY S II and other premium mobile devices yielded high returns, with significant growth in China, Central and South America, the Middle East and Africa.
quote: The Samsung Galaxy S II is one of the most successful high-end Android handsets out there and now it’s got the numbers to prove it. Samsung says the Galaxy S II has sold 20 million units in the 10 months since its release in April 2011.
quote: Samsung announced on Wednesday that it has shipped more than 5 million units of its part-phone, part-tablet device, the Galaxy Note.
quote: ...because Samsung's model of selling 95% crap phones and 5% excellent phones is the way to go and Apple got it horribly wrong?
quote: That's why Apple is suing everyone like crazy, because it's too easy to make a product that does the same thing.
quote: Samsung has an even better supply chain advantage than Apple,
quote: All these factors - impending x86 tablets (and probably smartphones), Samsung taking over Sony as the premier overall CE brand, Android catching up - point to reduced margins.I don't think Apple will collapse like Sony did, but they won't keep up the insane margins. Also working against them is the fact that their biggest cash cows are in markets that amplify cost differences: a $500 phone vs a $600 phone is advertised as $100 vs $200 with contract.So no, Apple can't keep up these margins in the long term.
quote: Apple's fat iPad profit margin will last only 1-2 years more.